CVMC vs. UPAR ETF Comparison

Comparison of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) to UPAR Ultra Risk Parity ETF (UPAR)
CVMC

Calvert US Mid-Cap Core Responsible Index ETF

CVMC Description

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of mid-size companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$63.41

Average Daily Volume

2,251

Number of Holdings *

606

* may have additional holdings in another (foreign) market
UPAR

UPAR Ultra Risk Parity ETF

UPAR Description UPAR Ultra Risk Parity ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund invests in public equity, fixed income and commodity markets of global region. For its equity portion, it invests directly, through derivatives and through other funds in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests directly and through derivatives in U.S. treasury inflation protected securities and U.S. treasury securities of varying maturities. For its commodity portion, it invests directly and through other funds in gold. UPAR Ultra Risk Parity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$13.73

Average Daily Volume

24,541

Number of Holdings *

37

* may have additional holdings in another (foreign) market
Performance
Period CVMC UPAR
30 Days 5.83% -2.28%
60 Days 6.29% -6.62%
90 Days 8.25% -4.71%
12 Months 30.95% 12.75%
10 Overlapping Holdings
Symbol Grade Weight in CVMC Weight in UPAR Overlap
AGCO D 0.07% 0.09% 0.07%
AWK D 0.28% 0.13% 0.13%
CNH C 0.1% 0.21% 0.1%
ENPH F 0.07% 0.15% 0.07%
FMC D 0.08% 0.11% 0.08%
FSLR F 0.18% 0.33% 0.18%
IEX B 0.2% 0.11% 0.11%
MOS F 0.1% 0.12% 0.1%
TTC D 0.1% 0.14% 0.1%
XYL D 0.31% 0.17% 0.17%
CVMC Overweight 596 Positions Relative to UPAR
Symbol Grade Weight
ADSK A 0.64%
FTNT C 0.59%
FICO B 0.57%
APP B 0.55%
URI B 0.55%
TTD B 0.55%
BK A 0.55%
AMP A 0.54%
CMI A 0.5%
GWW B 0.5%
ALL A 0.5%
VRT B 0.48%
PWR A 0.48%
AXON A 0.48%
FIS C 0.48%
SQ B 0.47%
D C 0.47%
PAYX C 0.47%
AME A 0.46%
DAL C 0.46%
MSCI C 0.46%
FAST B 0.45%
BKR B 0.45%
PRU A 0.44%
KR B 0.44%
CCI D 0.44%
PEG A 0.44%
IR B 0.43%
KVUE A 0.43%
ODFL B 0.43%
LEN D 0.42%
IT C 0.42%
VRSK A 0.42%
CBRE B 0.42%
DFS B 0.42%
KMB D 0.42%
CTSH B 0.41%
OTIS C 0.41%
SNOW C 0.41%
YUM B 0.4%
VMC B 0.4%
DDOG A 0.4%
TEAM A 0.4%
XEL A 0.4%
EA A 0.4%
CHTR C 0.39%
EXC C 0.39%
GLW B 0.38%
SYY B 0.38%
A D 0.38%
IQV D 0.37%
GEHC F 0.37%
GIS D 0.37%
WAB B 0.37%
NUE C 0.36%
HPQ B 0.36%
ALNY D 0.35%
VEEV C 0.35%
ROK B 0.35%
RMD C 0.35%
HUBS A 0.35%
IDXX F 0.35%
ACGL D 0.35%
EXR D 0.35%
LULU C 0.34%
IRM D 0.34%
HUM C 0.34%
AVB B 0.34%
ED D 0.34%
MTB A 0.34%
CSGP D 0.33%
WEC A 0.33%
HIG B 0.33%
EFX F 0.33%
FITB A 0.31%
WTW B 0.31%
PPG F 0.31%
CNC D 0.31%
DOV A 0.31%
NVR D 0.31%
NDAQ A 0.31%
HEI B 0.31%
EQR B 0.3%
TTWO A 0.3%
KHC F 0.3%
ARES A 0.3%
ANSS B 0.3%
HSY F 0.29%
RJF A 0.29%
EBAY D 0.29%
SW A 0.29%
BRO B 0.29%
VTR C 0.29%
ON D 0.29%
KEYS A 0.29%
PHM D 0.29%
FTV C 0.29%
DTE C 0.28%
MTD D 0.28%
NET B 0.28%
HPE B 0.28%
TSCO D 0.28%
WST C 0.27%
TYL B 0.27%
AEE A 0.27%
HUBB B 0.27%
MPWR F 0.27%
BR A 0.27%
STT A 0.27%
RBLX C 0.27%
DECK A 0.26%
EME C 0.26%
BIIB F 0.26%
SBAC D 0.26%
WBD C 0.26%
ILMN D 0.25%
ES D 0.25%
CDW F 0.25%
SYF B 0.25%
NTAP C 0.25%
CSL C 0.25%
STLD B 0.25%
VLTO D 0.25%
CHD B 0.25%
FCNCA A 0.25%
TDY B 0.25%
CVNA B 0.25%
TROW B 0.25%
XPO B 0.24%
STE F 0.24%
PKG A 0.24%
ZBH C 0.24%
WAT B 0.24%
HBAN A 0.24%
CMS C 0.23%
LYV A 0.23%
LII A 0.23%
LPLA A 0.23%
OMC C 0.23%
K A 0.23%
RF A 0.23%
PTC A 0.23%
IFF D 0.23%
DRI B 0.22%
ESS B 0.22%
TRU D 0.22%
LH C 0.22%
MKC D 0.22%
RS B 0.22%
WDC D 0.22%
ZM B 0.22%
CINF A 0.22%
BAH F 0.22%
OC A 0.22%
MAA B 0.21%
ZBRA B 0.21%
NRG B 0.21%
STX D 0.21%
ARE D 0.21%
WSO A 0.21%
EXPD D 0.21%
FDS B 0.21%
MDB C 0.21%
SNA A 0.21%
BALL D 0.21%
CLX B 0.2%
TRMB B 0.2%
PODD C 0.2%
ZS C 0.2%
SAIA B 0.2%
WY D 0.2%
PNR A 0.2%
CBOE B 0.2%
CFG B 0.2%
JBHT C 0.2%
NTRS A 0.2%
DGX A 0.19%
PFG D 0.19%
MOH F 0.19%
HOLX D 0.19%
BAX D 0.18%
TER D 0.18%
PINS D 0.18%
CHRW C 0.18%
NI A 0.18%
AVY D 0.18%
KIM A 0.18%
UTHR C 0.18%
DPZ C 0.17%
DOC D 0.17%
NTNX A 0.17%
DOCU A 0.17%
AMCR D 0.17%
ALGN D 0.17%
GGG B 0.17%
LNT A 0.17%
SUI D 0.17%
ULTA F 0.17%
GEN B 0.17%
WRB A 0.17%
FIX A 0.17%
TOL B 0.17%
BBY D 0.17%
TWLO A 0.17%
APTV D 0.17%
MANH D 0.17%
USFD A 0.17%
KEY B 0.17%
RVTY F 0.16%
ENTG D 0.16%
PSTG D 0.16%
CW B 0.16%
NDSN B 0.16%
EVRG A 0.16%
ACM A 0.16%
DG F 0.16%
INCY C 0.16%
TOST B 0.16%
SSNC B 0.16%
CASY A 0.16%
BURL A 0.16%
GPC D 0.16%
GWRE A 0.16%
VRSN F 0.16%
MAS D 0.16%
UDR B 0.16%
ROL B 0.16%
RGA A 0.15%
EQH B 0.15%
REG B 0.15%
SWK D 0.15%
COHR B 0.15%
WSM B 0.15%
EG C 0.15%
AVTR F 0.15%
SFM A 0.15%
Z A 0.15%
AKAM D 0.14%
HST C 0.14%
CMC B 0.14%
SWKS F 0.14%
AFRM B 0.14%
EWBC A 0.14%
EPAM C 0.14%
SOFI A 0.14%
JLL D 0.14%
NVT B 0.14%
BXP D 0.14%
ALLE D 0.14%
ITT A 0.14%
PFGC B 0.14%
CPT B 0.14%
CAG D 0.14%
CLH B 0.14%
TXRH C 0.14%
EL F 0.14%
ELS C 0.14%
DT C 0.14%
FFIV B 0.14%
TW A 0.14%
JBL B 0.14%
SJM D 0.13%
AAL B 0.13%
POOL C 0.13%
OKTA C 0.13%
TPR B 0.13%
JNPR F 0.13%
JKHY D 0.13%
LECO B 0.13%
UNM A 0.13%
DUOL A 0.13%
RRX B 0.13%
ATR B 0.13%
NBIX C 0.13%
WPC D 0.13%
SCI B 0.13%
EMN D 0.13%
SUM B 0.13%
BG F 0.13%
DLTR F 0.13%
BMRN D 0.13%
OHI C 0.12%
JEF A 0.12%
AYI B 0.12%
KMX B 0.12%
PAYC B 0.12%
ALSN B 0.12%
WTRG B 0.12%
AIT A 0.12%
LBRDK C 0.12%
DAY B 0.12%
CUBE D 0.12%
OWL A 0.12%
ATI D 0.12%
KNX B 0.12%
LW C 0.12%
BLD D 0.12%
TTEK F 0.12%
CCK C 0.12%
IPG D 0.12%
RNR C 0.12%
TECH D 0.12%
LAMR D 0.12%
WING D 0.11%
DKS C 0.11%
DCI B 0.11%
MORN B 0.11%
FRT B 0.11%
EXEL B 0.11%
SRPT D 0.11%
RPRX D 0.11%
BWA D 0.11%
BJ A 0.11%
ALV C 0.11%
EHC B 0.11%
CRL C 0.11%
ARMK B 0.11%
WWD B 0.11%
MKTX D 0.11%
SF B 0.11%
AES F 0.11%
MLI C 0.11%
CTLT B 0.11%
SNAP C 0.11%
PEN B 0.1%
CPB D 0.1%
HRL D 0.1%
ALLY C 0.1%
LKQ D 0.1%
BRX A 0.1%
GPK C 0.1%
ROKU D 0.1%
WAL B 0.1%
PRI A 0.1%
R B 0.1%
TFX F 0.1%
NYT C 0.1%
WBS A 0.1%
GMED A 0.1%
APG B 0.1%
DOX D 0.1%
AFG A 0.1%
AOS F 0.1%
KNSL B 0.1%
EXAS D 0.1%
CIEN B 0.1%
AXTA A 0.1%
AAON B 0.1%
CG A 0.1%
REXR F 0.1%
FND C 0.1%
EVR B 0.1%
FHN A 0.1%
WMS D 0.1%
RIVN F 0.1%
INGR B 0.1%
NNN D 0.09%
MOD A 0.09%
RHI B 0.09%
MKSI C 0.09%
ORI A 0.09%
BERY B 0.09%
CBSH A 0.09%
TPX B 0.09%
ENSG D 0.09%
SSD D 0.09%
FBIN D 0.09%
BRBR A 0.09%
FLS B 0.09%
WCC B 0.09%
CMA A 0.09%
BILL A 0.09%
PNFP B 0.09%
HSIC B 0.09%
CHE D 0.09%
PCTY B 0.09%
LSTR D 0.09%
PLNT A 0.09%
CE F 0.09%
HRB D 0.09%
ALK C 0.09%
MEDP D 0.09%
GL B 0.09%
SMCI F 0.09%
LAD A 0.09%
HLI B 0.09%
MTZ B 0.09%
LEA D 0.08%
S B 0.08%
UFPI B 0.08%
CVLT B 0.08%
WEX D 0.08%
G B 0.08%
IVZ B 0.08%
FRPT B 0.08%
SNV B 0.08%
VMI B 0.08%
VOYA B 0.08%
THO B 0.08%
SKX D 0.08%
FR C 0.08%
H B 0.08%
RL B 0.08%
SSB B 0.08%
PARA C 0.08%
FCN D 0.08%
HLNE B 0.08%
HAS D 0.08%
ESTC C 0.08%
VNO B 0.08%
GXO B 0.08%
CGNX C 0.08%
CNM D 0.08%
TMHC B 0.08%
GKOS B 0.08%
CFR B 0.08%
JAZZ B 0.08%
RGEN D 0.08%
ESAB B 0.08%
MIDD C 0.08%
GTLS B 0.08%
OSK B 0.08%
ONTO D 0.08%
WTFC A 0.08%
SNX C 0.08%
HQY B 0.08%
ZION B 0.08%
SEIC B 0.08%
ACI C 0.08%
WH B 0.08%
DVA B 0.08%
BPMC C 0.07%
SAIC F 0.07%
BCPC B 0.07%
WTS B 0.07%
KRG B 0.07%
KD B 0.07%
BPOP B 0.07%
CADE B 0.07%
DBX B 0.07%
ONB B 0.07%
SPSC C 0.07%
CBT C 0.07%
RYAN B 0.07%
CWST A 0.07%
CFLT B 0.07%
ANF C 0.07%
COLD D 0.07%
NOVT D 0.07%
BFAM D 0.07%
IDA A 0.07%
MHK D 0.07%
MOG.A B 0.07%
GME C 0.07%
DAR C 0.07%
LFUS F 0.07%
LSCC D 0.07%
VFC C 0.07%
COKE C 0.07%
AGNC D 0.07%
ESI A 0.07%
FAF A 0.07%
MTH D 0.07%
JXN C 0.07%
WSC D 0.07%
EXLS B 0.07%
PB A 0.07%
MSA D 0.07%
TREX C 0.07%
MTN C 0.07%
RHP B 0.07%
SMAR A 0.07%
BMI B 0.07%
HALO F 0.07%
STAG F 0.07%
LPX B 0.07%
BIO D 0.07%
OLED D 0.07%
ELAN D 0.07%
HOMB A 0.06%
IBP D 0.06%
INSP D 0.06%
CRUS D 0.06%
ETSY D 0.06%
ESNT D 0.06%
ST F 0.06%
UGI A 0.06%
HXL D 0.06%
EXPO D 0.06%
QLYS C 0.06%
THG A 0.06%
SON D 0.06%
STWD C 0.06%
FNB A 0.06%
NXST C 0.06%
LNC B 0.06%
JHG A 0.06%
ARW D 0.06%
SIGI C 0.06%
WHR B 0.06%
DY D 0.06%
COOP B 0.06%
VRNS D 0.06%
AL B 0.06%
RMBS C 0.06%
BEN C 0.06%
SEE C 0.06%
BECN B 0.06%
HOG D 0.06%
ITRI B 0.06%
SITE D 0.06%
BC C 0.06%
GATX A 0.06%
MTG C 0.06%
MAT D 0.06%
NFG A 0.06%
BRKR D 0.06%
VNT B 0.06%
ALTR B 0.06%
FSS B 0.06%
MMSI B 0.06%
AWI A 0.06%
LYFT C 0.06%
AZEK A 0.06%
OMF A 0.06%
ELF C 0.06%
AXS A 0.06%
EPRT B 0.06%
KBH D 0.06%
QRVO F 0.06%
DOCS C 0.06%
FOUR B 0.06%
BBWI D 0.06%
TRNO F 0.06%
BCO D 0.05%
RH B 0.05%
FLO D 0.05%
PSN D 0.05%
WTM A 0.05%
GAP C 0.05%
FELE B 0.05%
CELH F 0.05%
ABG B 0.05%
OZK B 0.05%
RDN C 0.05%
SLM A 0.05%
TENB C 0.05%
WMG C 0.05%
SLGN A 0.05%
BCC B 0.05%
SWX B 0.05%
HCP B 0.05%
APPF B 0.05%
AMG B 0.05%
POR C 0.05%
TPG A 0.05%
ZWS B 0.05%
OLLI D 0.05%
TKR D 0.05%
CROX D 0.05%
IONS F 0.05%
MMS F 0.05%
PVH C 0.05%
TNET D 0.04%
MSM C 0.04%
ATKR C 0.04%
BBIO F 0.04%
CDP C 0.04%
LANC C 0.04%
XRAY F 0.04%
SIG B 0.04%
NSIT F 0.04%
CHWY B 0.04%
M D 0.04%
OPCH D 0.04%
AN C 0.04%
CHH A 0.04%
CWAN B 0.04%
OGN D 0.04%
ASH D 0.04%
EEFT B 0.04%
DLB B 0.04%
AVT C 0.04%
FIVE F 0.04%
PFSI D 0.03%
COLM B 0.03%
COTY F 0.03%
ALGM D 0.03%
CACC D 0.03%
CWEN C 0.03%
AGR B 0.03%
BOKF B 0.03%
PAG B 0.03%
APLS D 0.03%
ZI D 0.03%
LEVI F 0.02%
CVMC Underweight 27 Positions Relative to UPAR
Symbol Grade Weight
GLDM C -15.03%
VXF A -3.74%
XOM B -1.91%
DE A -1.75%
BHP F -1.38%
CVX A -1.11%
RIO D -1.08%
SCCO F -0.83%
FCX D -0.67%
CTVA C -0.62%
TTE F -0.55%
VALE F -0.48%
COP C -0.48%
ECL D -0.38%
BP D -0.3%
EOG A -0.28%
EQNR D -0.25%
CF B -0.24%
E F -0.17%
HES B -0.16%
OXY D -0.16%
SQM F -0.15%
FANG D -0.12%
EQT B -0.1%
DVN F -0.09%
EC D -0.06%
CTRA B -0.06%
Compare ETFs